February Greetings Friends,
I hope that 2020 is off to a great start for you!
January was a fun month for our team. Not only did we draw our quarterly referral program winner ($150) but also had the pleasure of drawing a winner for the annual drawing ($500)! It’s our way of saying THANK YOU for all of the trust you place in our team. We work hard to earn your trust and provide top notch service. When you refer your friends, family and colleagues to our agency, it’s a huge compliment to our team. Your referrals also help our beneficiary of the quarter. Our fourth quarter of 2019 benefited the Carrollton Animal Services and Adoption Agency. Through your referrals, we were able to deliver a check for $565! In addition to the cash, we held a food and supply drive for the shelter. We collected dog food, cat food, cat litter, cleaning supplies and treats for our furry friends!
Thank you for your support …we look forward to a great 2020!
Jeff Van Matre
Taxes and ID Theft…it’s that time of the year!
During tax season, your personal information is particularly vulnerable. After all, your Social Security number (SSN) is on W-2 forms, your tax return and other financial documents being sent through the mail, transported to accountants and otherwise used to complete your annual IRS ritual. So it’s a good time of the year to be especially vigilant.
To help, here’s four things you should know about identity theft—from what thieves can do to how you can help protect yourself—straight from the Internal Revenue Service (IRS) and Federal Trade Commission:
1. Thieves won’t just open new accounts…they can (and will) file “your” taxes. Someone with access to your data could file a fraudulent tax return and claim a refund under your name. You may not know until you go to file your own return and it comes back rejected. If it happens, call the IRS Identity Protection Specialist Unit at 1-800-908-4490.
2. Scammers will try to reel you in. Ever get a call from someone asking to verify your account information or SSN? Legitimate organizations, especially the IRS, won’t do that. If there’s a problem with your tax return, the IRS will contact you by mail.
3. Technology can help. If you send tax forms or other sensitive documents via email, password protect them. Furthermore, security software can help keep your data safe, and password generators will help ensure your various login credentials aren’t easy for a thief to figure out. As for analog documents, such as tax records, store them in a locked desk or filing cabinet and don’t send them through the mail unless it’s certified.
4. Reporting the crime is a must. Ninety perfect of identity-theft victims don’t alert the police. But you should. A police report can help prove to financial institutions and businesses that someone stole your identity. It also allows you to place an extended fraud alert on your credit report, get inaccurate data removed, stop debt collectors from reporting fraudulent accounts and more. Once criminals have your information, they may use it to perpetuate many types of fraud.
Protecting your identity is, of course, something to be mindful of all year round—not just during tax season.
Our Q1 Referral Program
- Tell your friends, family and colleagues about your great experience with us!
- We’ll provide them with an insurance review and quote (no obligation).
- As a token of our thanks, we’ll send you a $10 Amazon Gift Card!
- You’ll also be entered into a quarterly drawing for $150 cash and an annual drawing for $500 cash!
- We will donate $5 per referral to Lions Sight & Tissue Foundation.
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